Creating the item category hierarchy

You can add unlimited categories and subcategories to set up your item category hierarchy, and then associate items with the appropriate categories and subcategories. You also can remove categories and items as needed.

  1. Open the Item Category Workbench form.
  2. In the hierarchy tree on the left side of the form, select the category to which to add subcategories.
  3. Make sure the Display Current Search field is cleared. All categories active for the portal and all items in the items table are displayed on the Categories and Items tabs.
  4. On the Categories tab, select subcategories to add to this category and then select Actions > Save.
  5. Repeat steps 2 - 4 for as many categories and subcategories as needed for your structure.
  6. In the hierarchy tree, select a category or subcategory to which to add items.
  7. On the Items tab, select items to add and then select Actions > Save. The same item can be added to multiple categories.
  8. Repeat steps 6 and 7 for as many categories and subcategories as needed.
  9. Click Save.
  10. To see how your item category hierarchy will be displayed to portal users, open the Customer Portal and use the Products page to find items.